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Community Contributor *

Setting up direct debit payments

I use GoCardless direct debit for all my customers with recurring payments.

When I create the first invoice for a client I select the option "ask customer to use direct debit".
I cannot ENABLE the direct debit, presumably since it is not setup yet, so I had assumed that this happens automatically.

But even after the customer has setup the direct debit mandate, it is not being enabled or applied to the clients' invoices or recurring invoices.

So the invoice just sits there unpaid, and the customer ignores the reminders since they think it is being paid automatically by the direct debit.


When I discover it is not being paid, I then have to go into the invoice and select "use direct debit", and I choose the option to apply this setting to ALL invoices. However it is also not applied to the recurring invoices either, and I also have to go into those and manually enable it there as well.

 

screenshot: https://nimb.ws/3iJAXE

 

How can I get the direct debit to be automatically enabled as soon as the client has set it up?
There doesn't seem to be any way to setup the direct debit prior  to creating an invoice either, which seems daft.

 

I called quickbooks support about this, but the guy I spoke to was completely clueless, he did not even know it was possible to collect payments from clients using direct debit, and was telling me this is not possible and that I can only match up payments manually with my bank records and that direct debit could only be used for paying bills.

6 REPLIES 6
QuickBooks Team

Re: Setting up direct debit payments

I appreciate the details you shared and your experience with our support, @Captain-Obvious.

 

Currently, there isn't an option to automatically enable and use the Direct Debit payment method once your client has done setting it up.

 

In the meantime, you'll have to manually enable and use it as a payment method for your customer's regular and recurring invoice.

 

With this, I've added a couple of articles you can read to learn more about your Direct Debit payment method:

Lastly, you can always visit our Help Articles page for QuickBooks Online in case you need some easy steps for your future tasks.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Community Contributor *

Re: Setting up direct debit payments

Really?

This seems like such a basic and simple requirement.

If you ask a client to setup direct debit, this obviously means you want them to pay with direct debit. So it really makes no logical sense that this cannot be automatically enabled, even on the recurring invoice where you actually made the direct debit request.

 

is there anywhere to add this as feature request?

 

QuickBooks Team

Re: Setting up direct debit payments

Thanks for reaching back out to us, @Captain-Obvious.

 

I perceive the importance that this feature can have on your business. Allow me to provide some information about how our developers implement innovations for our product.

 

We're committed to developing simple, intuitive software that includes new features based on the feedback we've received from customers like yourself. As we work hand in hand to make the QuickBooks work the way your business needs, I'd encourage you to visit our QuickBooks Online Blog to be updated with our latest news and enhancements.

 

Also, I've added here some resources that you can visit about some "How do I" questions in QuickBooks Online for your future reference:

I can see the inconvenience that this has caused you, but your patience while this has been assessed is much appreciated.

 

Please know that my doors are always open to provide assistance if there's anything else you need concerning QuickBooks. Feel free to post again, and we'll take it from there. More power to your business!

Community Contributor *

Re: Setting up direct debit payments

The question was "is there anywhere to add this as feature request?"

 

I do not see anything in your response that relates to this at all, the links you have sent me for tutorials and how to articles have literally nothing at all to do with submitting feature requests.

How exactly will any of those tutorials and HOW TO articles help me, when you have already admitted that what I have asked is not even possible?

 

QuickBooks Team

Re: Setting up direct debit payments

Hi, Captain-Obvious.

 

I understand how the feature to automatically enable and use the Direct Debit payment method would be beneficial to your business. Finding new ways to adapt to our customers’ needs is how QuickBooks gets even better. 

 

I'll make sure to take note of this and will pass directly to our engineers. Your feedback helps our Product Development team decide which feature will be implemented in the next future update. Please know that the change is also based on how popular a specific feature request is. 

 

Please know that you're always welcome to post again if you have any other concerns. Have a good day ahead! 

Community Contributor *

Re: Setting up direct debit payments

My wife, who is a bookkeeper, tells me that a lot of her clients actually complain about the exact same issue and that she sees it on the forums a lot.

So it obviously isn't just me.